EP Wealth Advisors’s Brown & Brown BRO Stock Holding History

EP Wealth Advisors’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Sell	7,145 -1,654	-19%	-$119K	﹤0.01%	925
2025 Q4	$701K	Buy	+8,799	New	+$734K	﹤0.01%	728
2025 Q2	$1.08M	Buy	9,717 +626	+7%	+$70.3K	0.01%	544
2025 Q1	$1.13M	Sell	9,091 -275	-3%	-$30.7K	0.01%	472
2024 Q4	$956K	Sell	9,366 -3,112	-25%	-$332K	0.01%	511
2024 Q3	$1.29M	Buy	12,478 +753	+6%	+$74.9K	0.01%	440
2024 Q2	$1.05M	Buy	11,725 +2,065	+21%	+$179K	0.01%	380
2024 Q1	$846K	Sell	9,660 -390	-4%	-$31.4K	0.01%	405
2023 Q4	$715K	Buy	10,050 +4,094	+69%	+$293K	0.01%	423
2023 Q3	$416K	Buy	+5,956	New	+$425K	0.01%	494
2022 Q2	–	Sell	-3,071	Closed	-$222K	–	645
2022 Q1	$222K	Sell	3,071 -569	-16%	-$38.2K	﹤0.01%	551
2021 Q4	$256K	Sell	3,640 -58	-2%	-$3.74K	0.01%	487
2021 Q3	$205K	Buy	+3,698	New	+$206K	0.01%	507

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return